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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Grand Poobah who wrote (17301)	3/4/1999 11:56:00 PM
From: Jock Hutchinson	Respond to of 25814

Grand Poobah: Welcome back to the LSI thread. Your valuable commentary has been sorely missed. Now if we can just get Shane back.

To: Grand Poobah who wrote (17301)	3/5/1999 12:03:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Grand Poobah, >>>I don't think Dell is going to be doing any advanced semiconductor development any time soon, considering right now they're buying their chips from other companies. Just getting access to process technologies and patent portfolios is a far cry from assembling design teams and getting into a totally different business segment. My take on that part of the deal is that Dell may want access to chips designed by IBM and manufactured by IBM in their advanced pr<<< Exactly right. Semiconductor design and fab is the most expensive IP that there is. Dell, with their paltry R&D budget, has no plan or chance to go there. Tony

To: Grand Poobah who wrote (17301)	3/5/1999 10:04:00 AM
From: Jock Hutchinson	Respond to of 25814

There is no way that DELL is going into the fab business. But its skills at marketing and assembling products developed from the sharing of advanced IBM semi technologies can prove to a truly formidable threat to LSI's customers. Moreover, it would seem that further encroachment can occur with LSI's customer base simply because DELL now has the ability to assemble and deliver first rate technology. Thus, it would seem to me that this "merger" could potentially threaten even the Ciscos of the tech world.